See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,798 | $150,440-29.7% | $136,294-22.4% | $147,584-28.3% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 20.42% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,438 | $5,256-53.6% | $4,695-48.1% | $4,876-50.0% |
| Participant deferral / active EE | $8,878 | $6,630+33.9% | $6,247+42.1% | $5,439+63.2% |
| Admin fee / account holder | $16 | $10,905-99.9% | $9,243-99.8% | $10,885-99.9% |